Archives for December 2014

Weekly Quote
"Change should be a friend. It should happen by plan, not by accident."
~Philip Crosby
Hi Everyone,
December brings one of the most important times of year for me as your fiduciary. It's time to review, refresh and plan for 2015.
Here's why it's so important,
Susan
Fiduciary Duties
As someone that manages the assets of others, I stand in a special relationship of trust, confidence and legal responsibility. I … [Read more...]

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